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deAugust update: Macro view remains unchanged
Willem Vinke discusses the funds' top contributors in August and provides his views on the macroeconomy.
Monthly Fund Commentary
BDI recovers: Has global manufacturing bottomed out?
Yutaka Uda discusses the current Japanese economy and provides a detailed market outlook.
Monthly Fund Commentary
Hong Kong’s property and retail sectors under pressure
Lilian Co reviews the performance of the Chinese market in August against various challenges.
Monthly Fund Commentary
Recession fears lead to a sharp bond rally
Eric Vanraes discusses global Central Bank's latest moves.
Monthly Fund Commentary
Nominated for ‘Best Fund Group’ in ‘Equity – Europe’ sector
Citywire look at the top performing groups within each sector, considering performance of up to 7 years for the group awards.
News
Rebound or a real rotation?
Marc Craquelin comments on the market rebound, economic slowdown, the manufacturing sector's road to recovery and how economic activity might translate into significant upside potential.
News
Some strong H1 results despite equity markets’ lack of direction
Bertrand Faure provides an overview of the top and bottom contributors to the Fund.
Monthly Fund Commentary
A reluctant first Fed rate cut
Eric Vanraes focuses on the Fed's and ECB's loosening of monetary policy.
Monthly Fund Commentary
The Federal Reserve yields
Eric Sturdza discusses the low volatility as investors adopt a 'wait and see' approach.
Monthly Fund Commentary
Federal Reserve provides a degree of certainty to market
Mitsuhiro Yuasa comments on the FRB's current monetary policy stance and the impact on Japan's economy.
Monthly Fund Commentary
July Update: More volatility to come?
Willem Vinke continues to maintain the Funds’ defensive portfolio positioning given the current environment.
Monthly Fund Commentary
Market moves sideways in July
Lilian Co on China's resilient domestic consumption despite the current economic headwind.